Questions tagged [process-builder]

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.

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Given sobject does not match type for alert: Account

I have a Process Builder in Salesforce. It's set to go off when Object Account is edited and the certain feild (A) is updated. I have 2 Email alerts one called Positive and the other called Negative ...
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19 views

Error when creating scratch org "The processMetadataValues entry for TriggerType has an invalid value."

I try to create a scratch org, but every time I get the error "The processMetadataValues entry for TriggerType has an invalid value." <processMetadataValues> <name>TriggerType&...
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21 views

Marketing Cloud Journey Builder PB/Flow on Contacts Causing CPU Limit Issues

In our Org, the JBSystemFlow_Contact flow is being called by a Process Builder every time a Contact is saved, and causing us to hit the CPU Governor Limit. I know that CPU limits can come from ...
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11 views

Will a flow that's connected to process builder run if an approval process updates a record?

I have a flow that's set to be triggered from a process builder when a record gets updated. The flow is triggering when the record is manually updated. But the flow is not triggering when an approval ...
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28 views

Optimizing the Org

I have been working on an org which have a lot of automation on the objects especially leads. There are more than 10 process builders and triggers each. They all work for different processes and ...
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27 views

Salesforce to integrate with Sharepoint using their API [closed]

I am trying o explore possible options to integrate the Salesforce to Sharepoint. The usecase is whenever a case of a certain type gets created in Salesforce it needs to create an item in the ...
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33 views

Process Failing with Result: Failed to update records that meet the filter criteria

I'm getting the following error emailed to me for a process that is failing. I think its failing on the first scheduled action: 'Update Auth' but I can't figure out why. I was thinking there were ...
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21 views

How do I send email alerts based on custom formula fields or past due dates? [closed]

How do I create a process that will auto-send an email alert when a record is 10, 20 or 30 days passed another date field?
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22 views

Unable to deactivate / delete Process Builder version - insufficient access rights on cross-reference id

I have a ProcessBuilder in the org constructed in 2017 that referenced LiveChatTranscript as the target object. When I try and deactivate/delete the only version of this process, I get insufficient ...
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42 views

How to get LookUp record value in apex class when its is invoked from Process Builder?

I have QuoteLineItem object where I have a field called QuoteManager__c which is look up to User object . I have a scenario where I have to send an email to QuoteManager__c from Process Builder. I ...
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39 views

How to restart Milestone tracker when case is re-opened?

I need help and if anyone can give me insight on Entitlement process, I want to restart the Milestone tracker when case is re-opened. I am able to stop the Milestone tracker using process builder but ...
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26 views

"Field StageName does not exist" when creating a formula for Case Object

I'm trying to create a process that validates the Stage of the Case based on certain record types and I'm getting this crazy error: ISPICKVAL(StageName, "Escalated") && ( [Case]...
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I have tried to update the lead records when Email and call is logged and status completed

Does anybody have idea about how I can use a trigger process builder or flow depending upon the task completed status of Task such as "email" and "log a call". I am able to do it ...
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35 views

I need to update a checkbox as True if there is at least 1 chatter post on a custom object (sent by sys admin profile.)

I need to track that my team is acknowledging support requests, by posting a chatter post to the requestor. I have a checkbox on our custom object, which I'd like a process builder to flag as True ...
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1answer
31 views

Flow Executes on Manual Update but not Automated Update from Process Builder

I have a situation in which I'm using Process Builder to update a custom object (A2D) status (which I'm calling Technology_Lifecycle). The Process Builder executes as intended, and the ...
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40 views

My IF CONTAINS formula won't work

I have a Process builder that adds the Organization name to a Description field on update of an Affiliation. I want it to not add the same name several times, so I tried to write a formula. But it ...
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29 views

Editing an approved opportunity to trigger re-approval

When an opportunity is submitted for approval, the opportunity owner can edit the opportunity and add values/ changes that are not approved, I don't want to lock the opportunity as that would create a ...
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33 views

Show Chat Transcript Status On Case Record

I am trying to create a formula field to update "Chat Status" from LiveTranscript.Status field on Chat Transcript record. I created a formula field on Case called "Chat Status" and ...
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10 views

Update a Contact Picklist field based on a Lookup object's text field

I have requirements to update the Gift Aid Declaration field on Contacts if: #1 the Gift Aid Declaration field was blank before OR #2 the Gift Aid Declaration field was previously filled with a value ...
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54 views

how to Send Notification using flow with the group

I'm trying to figure out how to setup send notification using the FLOW and I know how to configure but I have read and seen lots of youtube video talks about sending to the owner of the record, but ...
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27 views

Opportunity task not getting assigned new owner when opportunity owner changes

I have a flow that creates an opportunity with a temporary owner / user named 'Marketing Queue' A process builder runs and creates a task with the same owner. We use leandata which after a few minutes ...
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1answer
25 views

Process Builder Not Firing Immediate Actions "On Create" For "Do you want to execute the actions only when specified changes are made to the record?"

I have a process builder for which I need immediate and scheduled actions to fire. I have selected the option "Do you want to execute the actions only when specified changes are made to the ...
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26 views

Sending Alerts to account owner's Manager

I want to send an email to the account owner's manager. I saw another question answered here I created a lookup field on the account that looks at the user's manager. ( It updates through process ...
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57 views

System.AssertException: Assertion Failed: Expected: null, Actual: Sales

I'm only getting this error in production. When I perform the tests in STG it works normally. Does anyone know the reason? Error: System.AssertException: Assertion Failed: Expected: null, Actual: ...
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25 views

Getting Error while flow try to update event field

Can anyone please help me out in solving a process builder error? I have created a Process Builder on the Event object which is updating a description field from a custom field on the event object ...
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1answer
130 views

CPU Limit Exceed Issue

I am literally done everything for this. Actually, I have created a Process builder on the Account which has created a Contact related to that Account whenever we create an Account. When I am ...
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1answer
27 views

Convert Group ID into Name [closed]

Rookie here so please be patient... My goal is to store the last queue a case owned by before being assigned by omni. I'm using a pb process to trigger on the agent work object. Currently I'm ...
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1answer
30 views

Getting the value on formula NOW() in Apex

I have a Process Builder where a field type Double is populated with the following value. NOW() - [Case].CreatedDate When this action is triggered after around 1 min of creating the Case the value of ...
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45 views

Process Builder Apex CPU Limit Exceeded

I have Created a Process Builder and a check box on User level for Integration Users, during the execution of Process builder in First Node I am checking the Integration User check box if it is true ...
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13 views

How can I populate the secondary HH field on Household in Financial Services Cloud

In the Highlights panel on Household there is Primary HH member and Secondary HH Member. Primary populates automatically but Secondary doesn't. I'm in Financial Services Cloud. How do I get it to ...
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1answer
68 views

Fields Missing from Flow, but Available in Process Builder

I'm logged in as a System Admin (who has permissions to everything, from what I can tell). When I create a workflow in the Process Builder, I'm able to access all fields, as intended (in the example ...
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1answer
22 views

Autlolaunched Flow bulkification prevents correct update

I have built a autolaunched flow that is triggered by a process builder related to a custom object. The custom Object is a child object to Account. The use case I am trying to solve is that on the ...
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2answers
188 views

Get record type developer name in Flow instead of RecordTypeID

I am creating a flow on EmailMessage object. I want to retrieve the record type name in the flow instead of RecordTypeID. Is there any way to get the name instead of ID?
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19 views

Process Builder - Slack Message Sends Before Previous Actions Finish Executing

I created a flow in Process Builder that adds text to a certain text field, should criteria be met. This works well, and the text field is updating as intended when an Opportunity is created. I set an ...
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21 views

Add Business Hours to date/time field using process builder formula

When a email-to-case is submitted Planned Completion Date field should auto populate to 3 days(or 72 hours) in the future. It should not take into account weekends, so something submitted Friday would ...
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1answer
87 views

Approval process won't trigger record-triggered flow

I want to follow up on my previous question. Because of some version issues with process builder, we wanted to move some apex action invocation to record-triggered flow with scheduled path. The ...
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1answer
224 views

Find Code Coverage of active Flows and Process builder

How we can check the test coverage of active Process Builders and Flows before deploying them in a Change Set?
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1answer
53 views

2 scheduled actions from 2 versions of the same process builder

Ok so here is what I have found out. You have version 1 of process, which on record update schedules some action. update the record such that the action has been scheduled from the 1. version clone ...
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1answer
35 views

Salesforce Process Builder Apex Error: Too Many Future Calls

I've created an SalesForce Process that automates the creation of Asana projects for my org. This works well in small-scale, however when many data updates happen at once, we receive an error; Error ...
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1answer
47 views

Help with invocable apex method for process builder [closed]

Create apex class that can be lunched from Process Builder (for Account). Apex class should make next logic: When new Account is created, create new Task object with Subject “Negotiations with {...
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29 views

ByPass using field in Process Builder does not work

We are using bypass Validation using field quite some time we use it in the Process Builder. It works well until recently we figured out that is no longer work (well maybe it just work by luck for ...
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1answer
82 views

How to effectively create and link Individual record after Contact is created?

As we know, Salesforce is expanding the data model for Consent Management and Individual is one of the key objects here. Do you have any recommended approach on how to create and link Individual to ...
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27 views

Cannot create a task when a lead is converted to a contact using Process Builder?

this is my Process builder that i have created and there was no task created for the converted contact =
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27 views

Update Account object fields based on contact record using process builder

Process builder is not getting triggered when m trying to update an account picklist values based on creation of contact object. Can anyone help me in this?
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1answer
41 views

Adding additional criteria to Process Builder formula

We have a bypass process when certain emails are sent. I would like to add conditions to the process and I can't seem to get it in a syntax the PB likes. AND ($CustomMetadata....
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1answer
49 views

MultiPicklist - INCLUDES with multiple text_literals

I am creating a workflow that will remove a check from a checkbox field if certain values are not included in a multi-select picklist field. This works great when I just need to determine if a single ...
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1answer
18 views

Unable to call Custom Metadata picklist field in Process Builder

I am having an issue trying to write a formula in Process builder that will updated a text field with the picklist data from the custom metadata. IF((CONTAINS([Object_Name_c].Field_Name__r.Name, “...
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23 views

RE: Process builder condition not satisfying in test class

I have written test class where iam inserting the task records and then task status field is updating. Task taskRec1 = new Task(); taskRec1.AES_CNTR__UCID__c = 'abcd'; taskRec1.ARM_Property__c = ...
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1answer
37 views

How create notification after 3 days in ten o'clock? [closed]

I created process builder, but notification after 3 days, but I need afrer 3 days in ten 0'clock!
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12 views

Datetime field value as fomatted text in event's description using process builder

we have process builder, that creates an event. on event we have description field which we want to add some textual detail with datetime field value. see below Example datetime field value : 7/11/...

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